Proposals, contracts, e-signature, and recurring Stripe billing in one link — with a 0% platform fee, so every dollar lands in your account.
30-day money-back guarantee — no questions asked.
0%
platform fees — you keep every dollar
1 link
proposal → signed → paid
MCP
built in — Claude runs your retainers
Good morning
Friday, June 20
Monthly recurring
Pipeline
Clients
12
Retainers
7
Unpaid
$1.5k
Waiting
3
New — works with your AI
RetainerBase ships a built-in MCP server, so Claude — or any AI assistant that speaks MCP — can run your client business for you. Check who's overdue, chase payments, spin up new retainers, and pull revenue numbers, all in plain English.
Add the server to Claude, Cursor, or any MCP client. One-click setup in Settings.
Stripe moves the money. A Google Doc holds the words. RetainerBase is the system that connects signed → scheduled → paid so none of it lands on your to-do list.
Features
Not a generic project-management tool with a payment form bolted on. Built for freelancers — and any business that bills clients on retainer.
A visual pipeline moves clients from first contact to signed contract to active retainer — drag them between stages, track deal value, and never forget a follow-up.
Send a proposal with services, pricing, and contract terms. Clients review, sign with a binding e-signature, and the retainer activates automatically — without ever leaving the page.
Retainers are Stripe subscriptions that live in your own account — money lands directly in your bank and we take a 0% platform fee, so you keep 100%. Failed cards get a retry email automatically, no awkward follow-ups from you.
Everything else
Every client gets a private link to view projects, sign documents, submit content, and pay invoices. No accounts, no passwords.
Retainers are Stripe subscriptions in your own account. Money lands directly in your bank — 0% platform fee, you keep 100%.
Connect Claude or any MCP-enabled AI to check who's overdue, chase payments, and set up retainers in plain English.
Reusable intake forms to collect exactly what you need before kickoff — sent as a link, answered in the portal.
Lead → proposal → contract → active → complete. Drag clients between stages, visible to them in real time.
When a card fails, we email the client a retry link automatically — no awkward follow-ups from you.
Comparison
Most all-in-one tools are bloated and pricey, and skim a percentage of every payment. RetainerBase is focused, cheaper, and takes 0% of your client payments — you keep every dollar.
| Feature | RetainerBase | Other tools |
|---|---|---|
| Monthly price | $34.99/mo | $36–$109/mo |
| Platform fee on payments | 0% | 3% |
| Payments to your own Stripe account | ||
| Recurring retainer billing | ||
| Proposals + contracts | ||
| E-signature | ||
| Client portal (no login) | ||
| Automatic dunning emails | ||
| Scheduler | ||
| AI assistant integration (MCP) | ||
| Automations | Coming soon |
Free resources
Helpful whether or not you ever pay us.
Pricing
No percentage fees. No seat limits. No surprises.
Monthly
or $349/year — 2 months free
After founding spots fill. Cancel anytime.
Founding member
Pay once. Lifetime access. All future features included.
30-day refund policy. No questions asked.
Sign up and explore the full dashboard before paying — add clients, connect Stripe, try the tools. When you're ready to start collecting live payments, pick a plan.
Your clients' active Stripe subscriptions keep running — they pay directly into your connected Stripe account. Canceling RetainerBase only removes your dashboard access.
No. Payments go directly from your clients into your own Stripe account via Stripe Connect. We charge a flat monthly fee, never a percentage.
Yes. First 20 founding members pay once and get access for the operational lifetime of the product, including all future features. After 20 spots, price moves to $34.99/month.
Yes. The client portal is link-based — no login required. You share a unique link per client and they can view projects, sign documents, and pay invoices directly.
A retainer is a recurring monthly subscription (billed automatically every month via Stripe). An invoice is a one-time payment for project work or expenses.
Yes. RetainerBase includes a built-in MCP server, so Claude — or any AI that supports the Model Context Protocol — can check who owes you money, send payment reminders, set up retainers, and pull revenue summaries. Generate an API key in Settings, paste it into your AI's connectors, and you're done.
20 founding spots at $99 lifetime. After that, $34.99/month.